-77.7%
PATH vs NVS
+137.4%
-215.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.3% | +2.5% | -4.8% | -2.7% |
| 30D | -4.8% | +13.6% | -18.4% | -7.1% |
| 3M | -17.7% | +4.1% | -21.8% | -18.3% |
| 6M | +18.9% | +11.8% | +7.1% | +16.2% |
| YTD | -21.7% | +22.0% | -43.7% | -26.0% |
| 1Y | -9.6% | +32.3% | -41.9% | -16.8% |
| 3Y | -25.8% | +93.6% | -119.4% | -41.7% |
| All | -77.7% | +137.4% | -215.1% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling